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Technical Bulletin Issue Date March 31, 2003 © 2003 Johnson Controls, Inc. www.johnsoncontrols.com Code No. LIT-1201519 Software Release 1.0 Configuring the Network Automation Engine (NAE) Configuring the Network Automation Engine (NAE) .......................... 3 Introduction......................................................................................................... 3 Key Concepts...................................................................................................... 5 NAE System Configuration Overview................................................................................ 5 NAE Configuration Flowchart ............................................................................................ 6 Modems ............................................................................................................................ 8 Microsoft® Internet Explorer Browser Recommendations ................................................ 8 Application and Data Server (ADS) ................................................................................... 8 NAE UI Tabs ..................................................................................................................... 8 System Configuration Tool (SCT) ................................................................................... 10 Alarms and Events .......................................................................................................... 11 Site Object ....................................................................................................................... 11 Site Director .................................................................................................................... 12 Simple Network Time Protocol (SNTP) ........................................................................... 12 Automatic Private Internet Protocol Addressing (APIPA) ................................................ 13 Simple Network Management Protocol (SNMP) ............................................................. 13 NAE Menu Options ......................................................................................................... 13 Telocator Alphanumeric Protocol (TAP) .......................................................................... 13 Default NAE Configuration .............................................................................................. 14 Archive Database ............................................................................................................ 14 Network Automation Engine (NAE) Database ................................................................ 14 Related Documentation................................................................................................... 15 Detailed Procedures ......................................................................................... 16 Configuring an NAE for Connectivity ............................................................................... 16 Configuring an NAE for an Ethernet LAN that Supports DHCP and DNS....................... 16 Configuring an NAE for an Ethernet LAN without DHCP and without DNS Support (NAE Uses APIPA) ................................................................................................................... 19

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Page 1: Configuring the Network Automation Engine (NAE) Technical …vikingcontrols.com/_documents/product/1201519.pdf · Configuring the Network Automation Engine (NAE) Technical Bulletin

Technical BulletinIssue Date March 31, 2003

© 2003 Johnson Controls, Inc. www.johnsoncontrols.comCode No. LIT-1201519 Software Release 1.0

Configuring the Network Automation Engine (NAE)

Configuring the Network Automation Engine (NAE)..........................3

Introduction......................................................................................................... 3

Key Concepts...................................................................................................... 5

NAE System Configuration Overview................................................................................ 5NAE Configuration Flowchart ............................................................................................ 6Modems ............................................................................................................................ 8Microsoft® Internet Explorer Browser Recommendations ................................................ 8Application and Data Server (ADS)................................................................................... 8NAE UI Tabs ..................................................................................................................... 8System Configuration Tool (SCT) ................................................................................... 10Alarms and Events .......................................................................................................... 11Site Object....................................................................................................................... 11Site Director .................................................................................................................... 12Simple Network Time Protocol (SNTP) ........................................................................... 12Automatic Private Internet Protocol Addressing (APIPA)................................................ 13Simple Network Management Protocol (SNMP) ............................................................. 13NAE Menu Options ......................................................................................................... 13Telocator Alphanumeric Protocol (TAP).......................................................................... 13Default NAE Configuration .............................................................................................. 14Archive Database............................................................................................................ 14Network Automation Engine (NAE) Database ................................................................ 14Related Documentation................................................................................................... 15

Detailed Procedures......................................................................................... 16

Configuring an NAE for Connectivity............................................................................... 16Configuring an NAE for an Ethernet LAN that Supports DHCP and DNS....................... 16Configuring an NAE for an Ethernet LAN without DHCP and without DNS Support (NAEUses APIPA) ................................................................................................................... 19

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Configuring the Network Automation Engine (NAE) Technical Bulletin2

Configuring an NAE for an Ethernet LAN without DHCP and without DNS Support (NAEUses Static IP Address) .................................................................................................. 20Configuring an NAE for an Ethernet LAN that Supports DHCP but not DNS.................. 22Configuring an NAE for an Ethernet LAN that Supports DNS but not DHCP.................. 22Configuring an NAE for Direct Connect .......................................................................... 23Establishing a Dial-up Connection to an NAE................................................................. 23Accessing the NAE User Interface through a Web Browser ........................................... 24Editing the NAE Focus Screen Configuration ................................................................. 26Configuring the NAE Network Screen............................................................................. 27Configuring the NAE Communications Screen ............................................................... 30Configuring the NAE’s Email Parameters ....................................................................... 31Configuring the NAE’s Pager Parameters....................................................................... 34Configuring SNMP for Network Monitoring ..................................................................... 37Setting the Time, Date, Time Zone, and Time Synchronization...................................... 39Designating a Site Director ............................................................................................. 42Configuring an NAE to Dial Out to an ADS ..................................................................... 42Printing Information from the NAE UI .............................................................................. 44

Troubleshooting ............................................................................................... 45

Additional Information on Configuring an NAE for Connectivity ...................................... 45Determining the NAE IP Address and Device Name for a LAN Connection ................... 46Notes on Setting a PC to Use APIPA.............................................................................. 49NAE UI Summary and Diagnostic Screens..................................................................... 50

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Configuring the Network Automation Engine (NAE) Technical Bulletin 3

Configuring the NetworkAutomation Engine (NAE)

IntroductionThe Network Automation Engine (NAE) is an Ethernet-basedsupervisory controller. The NAE provides features including alarmand event management, trending, archiving, energy management, dataexchange, scheduling, dial features, and password protection throughthe Web browser user interface. NAEs come with operating softwarepre-installed in the unit, but must be configured via a Web browserUser Interface (UI) to create the database for the monitored devices.

This document is designed to help you configure the NAE for varioustypes of applications. To install and wire an NAE, please refer to theInstalling the Network Automation Engine (NAE) Technical Bulletin(LIT-1201161). To create and configure a Metasys® system extendedarchitecture database, please refer to the System Configuration ToolTechnical Bulletin (LIT-1201534). In addition, there is extensive userinformation in the Metasys system online help.

This document describes how to:

• configure an NAE for connectivity

• configure an NAE for an Ethernet Local Area Network (LAN) thatSupports Dynamic Host Configuration Protocol (DHCP) andDomain Name Service (DNS)

• configure an NAE for an Ethernet LAN without DHCP or DNSSupport [NAE uses Automatic Private Internet ProtocolAddressing (APIPA)]

• configure an NAE for an Ethernet LAN without DHCP andwithout DNS support (NAE uses a Static Internet Protocol (IP)Address)

• configure an NAE for an Ethernet LAN that supports DHCP butnot DNS

• configure an NAE for an Ethernet LAN that supports DNS but notDHCP

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Configuring the Network Automation Engine (NAE) Technical Bulletin4

• configure an NAE for direct connect

• establish a Dial-up connection to an NAE

• access the NAE user interface through a Web browser

• edit the NAE Focus screen configuration

• configure the NAE Network screen

• configure the NAE Communications screen

• configure the NAE’s Email parameters

• configure the NAE’s Pager parameters

• configure Simple Network Management Protocol (SNMP) forNetwork Monitoring

• set the Time, Date, Time Zone, and Time Synchronization

• designate a Site Director

• configure an NAE to Dial Out to an Application and Data Server(ADS)/Application and Extended Data Server (ADX)

• print Information from the NAE UI

For an overview of the NAE and its place in a Metasys extendedarchitecture network, please refer to the Metasys System ExtendedArchitecture Overview Technical Bulletin (LIT-1201527).

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Configuring the Network Automation Engine (NAE) Technical Bulletin 5

Key ConceptsNAE System Configuration Overview

Figure 1 shows a possible Metasys NAE network. An NAE networkcan consist of a single NAE connected to field controllers or multipleNAEs with an Application and Data Server (ADS) and access tomultiple remote sites. In all cases you can configure the NAE using aWeb browser to access the NAE UI. Use the System ConfigurationTool (SCT) to add a complex database to an NAE and to set up sites.For information on using the SCT see the System Configuration ToolUser’s Guide (LIT-1201534).

Printer

ADS Serverwith SCT

Web Browser

NAEN30 NAE

Internet

Firewall

Field Bus(N2) Field Bus

(N2)

L W ®ON ORKSNetwork

L W ®ON ORKSNetwork

NAE in Network

Web Browser

Dial-Up RemoteBuilding

NAE

IP NetworkBACnetProtocol

TM

Field Bus(N2)

Field Bus(N2)

Figure 1: Metasys NAE Network

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Configuring the Network Automation Engine (NAE) Technical Bulletin6

NAE Configuration FlowchartFigure 2 is a flowchart to help you understand the sequence of stepsneeded to successfully configure an NAE. These steps enable you toconfigure the NAE features, including Network settings, Serial ports,adding users to the system, and configuring communications options.To set up the Metasys database, we recommend that you use the SCToffline and download the archive database to the NAEs on your site.However, devices and points can be added directly from the NAE.

Unless otherwise indicated, the procedures in the flowchart arecontained in the Detailed Procedures section of this document.

For information on setting up a database using the SCT, see the SystemConfiguration Tool Technical Bulletin (LIT-1201534). Note that theSCT Technical Bulletin is written primarily from an N2 perspective.For additional information on integrating a BACnet™ network see theBACnet System Integration with NAE Technical Bulletin(LIT-1201531). For additional information on migrating an N1network to the Metasys extended architecture, see the N1 Migrationwith the NIE Technical Bulletin (LIT-1201535).

For information on configuring an Application and Data Server, seethe Configuring the ADS Technical Bulletin (LIT-1201645).

Some things to keep in mind when setting up a Metasys extendedarchitecture network:

• determine the number of NAEs you are using and where they willbe located

• select your Site Director. If you are using an ADS/ADX it isautomatically the Site Director. If an NAE is Site Director, decidewhich one.

• assign names to the NAEs

Note: The names assigned to the NAEs must match the namesassigned in the archive database using the SCT.

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Configuring the Network Automation Engine (NAE) Technical Bulletin 7

Add and configure NAEs and NIEsSet up Network ConfigurationConfigure modemsSet up SNMP (optional)

Build Metasys DatabaseAdd integration trunks, field devices, andfield points. See the SystemConfiguration Tool Technical(LIT-1201534).Add Programming Logic Using LCT. Seethe Metasys system online help.Configure Alarm, Audit Trail, and TrendArchive. See the Metasys system onlinehelp.Configure Alarm Destinations. See theMetasys system online help.Build Graphics. See the Metasys systemonline help.

Add and configure a Site. See the SystemConfiguration Tool Technical Bulletin

(LIT-1201534).

Archive database complete and ready toDownload to NAEs / NIEs.

NOTE : Before download, ensure that the settingcreated during online steps (time zone, etc...) are

correct in the archive. If they do not match, thedownload overwrites what you entered

at the NAE.

Install NAESee Installing the NAE/NIE Technical

Bulletin (LIT-1201161)

Configure NAE for Connectivity with aMetasys Network See Configuring an NAEfor Connectivity in the Configuring theNetwork Automation Engine (NAE)Technical Bulletin (LIT-1201519), which listsfive network scenarios for which instructionsare included. These steps include:

set time, date, and time zoneif the NAE is not going to be the SiteDirector, demote itassign a name and IP address (ifnecessary) to the NAE. This namemust match the name assigned toNAE in the archive database in theSCT. W hen the name or IP address ischanged the device needs to be reset,this can take 10 minutes.

Add Users to the System in the SiteDirector. See the Security AdministratorSystem Technical Bulletin (LIT-1201528)

Designate an NAE as Site Director. SeeDesignating a Site Director in the

Configuring the Network Automation Engine(NAE) Technical Bulletin (LIT-1201519). If

you have an ADS or ADX, it is automaticallythe Site Director. See the Configuring theADS Technical Bulletin (LIT-1201645) formore information about the ADS or ADX.

Prepare NAE Hardwareat Jobsite.

Do you have additionalNAEs or NIEs on the

jobsite?

No

Yes

The NAE is now ready to have a databasedownloaded. Use the Load W izard to downloadthe archive database to the NAE from the SCT.

See the Metasys system online help.

Configure archivedatabase offline in SCT

Figure 2: NAE Configuration Flow chart

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Configuring the Network Automation Engine (NAE) Technical Bulletin8

ModemsThe NAE can be ordered with an optional internal 56 kbps modem. Inaddition, the NAE is preloaded with the modem drivers for thefollowing external Universal Serial Bus (USB) modems:

• Zoom® Telephonics 2985 modem, V.90, external USB modem

• Multitech Systems, MT5634ZBA-USB 56 K, V.90 external USBmodem

Either of these modems works when plugged into the USB port of theNAE.

Note: The NAE’s serial ports do not support modems.

Microsoft® Internet Explorer Browser RecommendationsAlways open a new browser window to access the Metasys UserInterface. Do not use the Metasys User Interface browser window tonavigate to any other Web site. If you access a Web site that requires aJava® plug-in, configuration and runtime problems may arise.

Launching Microsoft Internet Explorer from a shortcut on the desktop,or typing a Universal Resource Locator (URL) in the address field ofthe task bar may replace the Metasys application if Microsoft InternetExplorer is configured to reuse windows when launching shortcuts.

Application and Data Server (ADS)ADS software consists of two parts, a Site Director component and adata storage component. Use the data storage component to providestorage for historical data in an NAE system. Once you add an ADS tothe site, it is designated as the Site Director. The Site Director andStorage components do not have to reside on the same PersonalComputer (PC).

NAE UI TabsThe NAE UI is shown in Figure 3. On the right side of the NAE UI area series of tabs. Each tab corresponds to a configuration screen for thataspect of the NAE. See Table 1 for a brief description of the type ofinformation that is configured or viewed in each tab. When you areviewing an NAE through a Web browser, the border around the panelsis blue as shown in Figure 3. When you are looking at an archivedatabase offline with the SCT, the border is black as shown inFigure 4.

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Configuring the Network Automation Engine (NAE) Technical Bulletin 9

Figure 3: NAE Focus View

Table 1: NAE UI TabsTab Purpose Online/

Offline*Focus Description of device, including buffer and repository sizes. The Focus tab

also includes general information about the ADS if applicable. Dialinginformation for the ADS is in the Network tab.

Both

Communications Serial port and modem configuration. BothNetwork Network ID, LAN, and ADS dialing information (if applicable). BothEmail Email configuration and destination information. BothPager Pager configuration and destination information. BothSNMP SNMP configuration and destination information. BothAlarm Allows you to add and configure alarms. See Alarms and Events in the Key

Concepts section of this document for a description of the default alarms.Both

Summary Provides status and values for devices on the network. OnlineDiagnostic Provides various status reports to aid in troubleshooting an NAE or the

Metasys system.Online

* Online refers to the tabs you see when looking at the NAE UI. Offline refers to the tabs you see whenlooking at an archive database in the SCT.

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Configuring the Network Automation Engine (NAE) Technical Bulletin10

System Configuration Tool (SCT)The SCT is used for offline configuration of the Metasys extendedarchitecture. The SCT provides an easy way to set up your databaseswhile offline, for example in an office. The SCT also provides aSimulation feature, which allows you to simulate a device and testyour database control logic prior to downloading to an NAE. SeeFigure 4 for an example of how the SCT looks in a Web browser.Notice the black border that distinguishes the offline SCT from theonline NAE UI. Using the SCT, you can configure multiple Sites inone archive. When online in an NAE, you can only look at one Site ata time.

Figure 4: System Configuration Tool

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Configuring the Network Automation Engine (NAE) Technical Bulletin 11

Alarms and EventsYou can define alarm and event sources, and configure conditions inwhich they occur. You may also define multiple destinations ofdifferent types for each event. In addition to database repositories, theNAE site director can be configured to deliver alarms to e-maildestinations, pagers, and SNMP destinations. The NAE displaysalarms in browsers as Web pages and allows the user to acknowledgeevents in the NAE device repository. The oldest, highest priority eventthat requires acknowledgement is displayed in the Alarm bar. Use theEvent Viewer to see all of the events in the device repository. Whenthe device repository receives an acknowledgement either from theuser interface or through a Web Service, the original source of thealarm is notified.

Note: If an ADS is the Site Director you can also deliver alarms tonetwork printers.

Default alarms in the NAE include:

• Central Processing Unit (CPU) usage

• Flash usage

• Memory usage

• Battery condition

• CPU temperature

• Board temperature

Add, edit, or delete alarms at the Alarm tab in the NAE UI. Alarmextensions can be added to Field devices and Field point objects.Intrinsic alarming, which allows an object to generate event messagesbased on attributes within the object, is supported for BACnet sites.See the Introduction to Alarm and Event Management in the Metasyssystem online help for more information

Site ObjectThe Site object defines the attributes that represent the characteristicsof a site. If the Site object exists on a device, that device is considereda Site Director. One important function of the Site object is to maintaintime-of-day synchronization for a site. See Setting the Time, Date,Time Zone, and Time Synchronization in the Detailed Proceduressection of this document for instructions on checking and setting thetime.

Note: Since time and time zone can only be set on the Site, be sureto set them prior to demoting an NAE from Site Director. SeeDesignating a Site Director in the Detailed Procedures section of thisdocument.

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Configuring the Network Automation Engine (NAE) Technical Bulletin12

Site DirectorThe Site Director is the NAE, or a PC running ADS software, which isdesignated to hold the Site object. When using a browser to view allthe data on a site, the browser should point to the Site Director. TheSite Director allows you to see all the other components on a site.

Simple Network Time Protocol (SNTP)SNTP is a simplified version of Network Time Protocol (NTP). Theseprotocols allow one computer to ask another computer across a TCP/IPnetwork what time it is, then set its own clock accordingly. SNTP isused to synchronize an NAE network’s time to ensure that schedules,calendars, alarms, and events occur or are reported at the correct time.

Note: SNTP does not set the time on an NAE network. Timeshould be set when the NAE is installed. Once time has been set on thesite, SNTP ensures that the time stays synchronized throughout thenetwork.

There are two roles that a device can play in time synchronization onthe Metasys network:

• Time Server – responsible for providing the current time to SNTPClients.

• SNTP Client – sends time requests for time to the Time Server.

An NAE acting as Site Director or an ADS can be configured as a timeserver. All other NAEs are configured as clients. The client for SNTPis included in the NAE operating system (Windows XP operatingsystem Embedded).

If there is an available Internet connection, SNTP offers the Metasyssystem the option to synchronize its date and time with the U.S. NavalObservatory Master Clock, essentially the Internet timeserverstandard. For a list of Master Clocks see the following URL:http://tycho.usno.navy.mil/.

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Configuring the Network Automation Engine (NAE) Technical Bulletin 13

Automatic Private Internet Protocol Addressing (APIPA)APIPA is a factory default feature built into the NAE to automaticallyassign a unique IP address when no Dynamic Host ConfigurationProtocol (DHCP) server is employed. Do not use APIPA when thenetwork uses routers, or the network is connected to the Internetwithout a Network Address Translation (NAT) or proxy server. It isintended for use on small, single subnet, private networks. APIPA usesNetBIOS Name Service (NBNS) for host name to IP addressresolution. The advantages of APIPA are:

• IP address and subnet mask are chosen automatically.

• If a DHCP server is later added to the network, the NAEautomatically begins using the DHCP server for IP addressassignment. The NAE attempts connection to a DHCP server every3 minutes. This can become a performance issue with larger nodecounts.

Simple Network Management Protocol (SNMP)SNMP is the protocol governing network management and themonitoring of network devices and their functions. It is not necessarilylimited to TCP/IP networks. The NAE uses SNMP to monitor networkdevice status and conditions.

NAE Menu OptionsMenus in the NAE UI are dynamic and change so that they arerelevant to the item you have selected. See the Menu help in theMetasys system online help for descriptions of menu items.

Telocator Alphanumeric Protocol (TAP)The NAE uses TAP for submitting requests to a pager service. TAP isan American Standard Code for Information Interchange(ASCII)-based, half-duplex protocol that allows the submission of anumeric or alphanumeric message.

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Configuring the Network Automation Engine (NAE) Technical Bulletin14

Default NAE ConfigurationNAEs are set at the factory with the configuration shown in Table 2.

Table 2: Default NAE ConfigurationField Value

Device Name NAExxxxxxxxxxxx where xxxxxxxxxxxx is the Ethernet MediaAccess Control (MAC) address of the device in hexadecimal. Forexample, if the Ethernet MAC address is 00-80-66-05-0f-fc, thedevice name is NAE008066050FFC.

DHCP client EnabledSerial Port One 115,200 baud, 8 bits, no parity, 1 stop bit (115200,8,n,1), Direct

Connect IP over Point-to-Point (PPP).Serial Port Two 8 bits, no parity, 1 stop bit (9600,8,n,1)Site Director NAE is a Site Director by default. If it should not be a site director, it

must be demoted and the hostname or IP address of the SiteDirector specified.

Default NAE UI login MetasysSysAgentDefault NAE UI password XMG3-Rel.1Default Windows Log in ID* MetasysSysAgentDefault Windows Password –Password is case sensitive*

XMG3-Rel.1

* The Windows operating system login ID and password are used with Dial-up and Direct Connections

Archive DatabaseThe Metasys system extended architecture site database is stored(archived) by the SCT. It includes the NAE databases for one or moreNAEs on the site.

Network Automation Engine (NAE) DatabaseThe NAE database contains configuration information about the fieldcontrollers that the NAE is supervising, and the points within thosecontrollers that are mapped into the Metasys system extendedarchitecture. The SCT can archive the NAE database, which is in Flashmemory in the NAE, to a hard disk or other long-term storage media.The SCT can also restore (download) the archive to the NAE.

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Configuring the Network Automation Engine (NAE) Technical Bulletin 15

Related DocumentationThe documents in Table 3 contain information related to theinstallation and operation of NAEs in a Metasys system extendedarchitecture environment. In addition, the NAE UI contains extensiveonline help to assist in the day-to-day use of the product.

Table 3: NAE Related DocumentationFor information on See document Literature

NumberInstalling an NAE or NIE Installing the NAE/NIE Technical Bulletin LIT-1201161Troubleshooting the NAE Troubleshooting the NAE/NIE Technical

BulletinLIT-1201417

Dialing in to Metasys system extendedarchitecture from a PC

Direct Connect and Dial-up Connection onWindows 2000 or Windows XP OperatingSystems Application Note

LIT-1201639

Metasys system extended architecture Metasys System Extended ArchitectureSystem Overview Technical Bulletin

LIT-1201527

System Configuration Tool (SCT) System Configuration Tool TechnicalBulletin

LIT-1201534

Using N2 devices with the Metasys systemextended architecture

System Configuration Tool TechnicalBulletin

LIT-1201534

Integrating BACnet devices to the Metasyssystem extended architecture

BACnet System Integration with NAETechnical Bulletin

LIT-1201531

Migrating N1 networks to the Metasyssystem extended architecture

N1 Migration with the NIE Technical Bulletin LIT-1201535

Daily use of the Metasys system extendedarchitecture

Metasys system online help On the HelpMenu, selectMetasyssystem Help

General Network and InformationTechnology definitions and concepts

Network and Information Technology (IT)Considerations Technical Bulletin

LIT-1201578

Security issues, including adding usersand roles to the system

Security Administrator System TechnicalBulletin

LIT-1201528

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Configuring the Network Automation Engine (NAE) Technical Bulletin16

Detailed ProceduresConfiguring an NAE for Connectivity

Since all NAE configuration is performed from a standard Webbrowser, the first step in configuring a new NAE is to obtainconnectivity between the NAE and the Web browser. The goal of theinitial configuration is to establish the NAE as a device within a site’snetwork topology, allowing routine Web browser access. After this iscompleted, all other configuration can be performed from a Webbrowser. The NAE can be installed in one of the following typicalnetwork scenarios:

• Ethernet LAN that Supports DHCP and DNS

• Ethernet LAN without DHCP and without DNS support – NAE touse APIPA

• Ethernet LAN without DHCP and without DNS Support – NAE touse static IP Address

• Ethernet LAN that supports DHCP but not DNS

• Ethernet LAN that supports DNS but not DHCP

• Direct Connect

Configuring an NAE for an Ethernet LAN that Supports DHCP andDNS

This scenario is typical when installing the NAE on an existingbuilding LAN. To connect an NAE to an Ethernet LAN that supportsDHCP and DNS:

1. Your Network Administrator must update the DNS server and theDHCP server using the NAE’s Ethernet Media Access Control(MAC) address and the host name you want to give the NAE.

Note: The NAEs MAC address is written on the NAE label. Bydefault the NAE’s host name is NAExxxxxxxxxxxx, where the x’s arethe NAE’s MAC address (without the hyphens) in hexadecimalformat.

2. Attach the NAE to the LAN with an Ethernet patch cable.

3. Supply power to the NAE.

4. Wait for the NAE initialization to complete based on the NAE runLight-Emitting Diode (LED). See the Installing the NAE/NIETechnical Bulletin (LIT-1201161) for a description of the meaningof the NAE LEDs.

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Configuring the Network Automation Engine (NAE) Technical Bulletin 17

5. Start your Web browser. Enter the following URL:http://dns-name/metasys/, where dns-name is the name of yourNAE.

Note: The PC you are running the Web browser on should beattached to the LAN. The PC should be a DHCP client or configuredto use a static IP address appropriate for the LAN.

6. Log in to the NAE UI. The default login name isMetasysSysAgent. The default password is XMG3-Rel.1.

7. Click on and drag the NAE device object to the right panel of theNAE UI. The NAE device object appears in the right panel(Figure 5).

8. If necessary, set the time, time zone, and date. See Setting theTime, Date, Time Zone, and Time Synchronization in the DetailedProcedures section of this document.

9. If this NAE is not going to be Site Director, demote it from SiteDirector. See Designating a Site Director in the DetailedProcedures section of this document.

10. If the Focus tab is not already selected, select Focus and look atthe NAE device name. If the NAE device name matches the DNSassigned name, initial configuration is complete. If the NAEdevice name is still the factory default name, proceed to Steps 9and 10.

Note: DHCP may be configured to make this assignmentautomatically.

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Configuring the Network Automation Engine (NAE) Technical Bulletin18

Figure 5: NAE Focus screen11. Select the network tab of the NAE device object and click the Edit

button.

12. Change the computer name and domain name to match the DNSassigned name. When the change is saved, the UI logs outautomatically and the NAE resets. Go back to Step 4 of thisprocedure.

Note: See Additional Information on Configuring an NAE forConnectivity in the Troubleshooting section of this document for moreinformation.

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Configuring the Network Automation Engine (NAE) Technical Bulletin 19

Configuring an NAE for an Ethernet LAN without DHCP and withoutDNS Support (NAE Uses APIPA)

This scenario is typical when installing the NAE on a stand-aloneLAN for building control use only. Perform these steps from a PCattached to the LAN. Do not use an Ethernet crossover cable directlyattached to the NAE as it can affect the IP address automaticallyassigned to the NAE. To configure an NAE for an Ethernet LANwithout DHCP or DNS support (NAE uses APIPA):

1. Attach the NAE to the LAN using an Ethernet patch cable.

2. Supply power to the NAE.

3. Wait for the NAE initialization to complete based on the NAE runLED.

4. Verify that the PC is configured to use APIPA or a static IPaddress and subnet mask compatible with APIPA. If necessary,change the PC’s IP address and subnet mask to be compatiblewith APIPA.

Note: See Notes on Setting a PC to Use APIPA in theTroubleshooting section of this document for more information.

5. Enter this URL in your Web browser:http://factory-default-computer-name/metasys. For example:http://NAE008066050FFC/metasys.

6. If necessary, set the time, time zone, and date. See Setting theTime, Date, Time Zone, and Time Synchronization in the DetailedProcedures section of this document.

7. If this NAE is not going to be Site Director, demote it from SiteDirector. See Designating a Site Director in the Troubleshootingsection of this document.

8. (This step is optional.) Select the network tab of the NAE deviceobject. Change the computer name from the factory default, ifdesired. When the change is saved, the UI logs out automaticallyand the NAE automatically resets. Allow the NAE initialization tocomplete based on the NAE run LED.

Initial configuration is complete. A Web browser on the subnet maylog in to the NAE using this URL: http://computer-name/metasys,where computer-name is the factory default name of the NAE or thename you assigned in Step 7.

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Configuring an NAE for an Ethernet LAN without DHCP and withoutDNS Support (NAE Uses Static IP Address)

This scenario is typical when installing the NAE on a stand-aloneLAN for building control use only. Use this scenario when usingAPIPA is not appropriate. The commissioning steps may be performedfrom a PC attached to the LAN or a PC connected to the NAE with acrossover Ethernet cable. If attached to the LAN, the PC must beconnected to the same subnet as the NAE. To configure an NAE for anEthernet LAN without DHCP and without DNS support (NAE usesStatic IP Address):

Note: To connect to the NAE with this procedure you may need toknow the IP address of the NAE. See Determining the NAE IP Addressand Device Name for a LAN Connection in the Detailed Proceduressection of this document.

1. Check the LAN IP address and subnet mask of the PC. If needed,change the IP address and subnet mask of the PC such that the PCand NAE exist on the same subnet. The IP address assigned to thePC must be unique for the subnet.

2. Wait for the NAE initialization to complete based on the NAE runLED.

3. Enter the following URL in your Web browser:http://ip-address/metasys/. For example:http://169.254.236.118/metasys/

4. Log in to the NAE UI. The default login name isMetasysSysAgent. The default password is XMG3-Rel.1.

5. If necessary, set the time, time zone, and date. See Setting theTime, Date, Time Zone, and Time Synchronization in the DetailedProcedures section of this document.

6. If this NAE is not going to be Site Director, demote it from SiteDirector. See Designating a Site Director in the DetailedProcedures section of this document.

7. Select the NAE device object in the left panel of the UI and dragit to the right panel. The NAE device object opens in the rightpanel.

8. Select the Network tab (Figure 6) of the NAE device object.Change the Computer name, if desired. Change DHCP enabled tofalse. This disables DHCP and APIPA. Change the IP address andsubnet mask. The network administrator typically assigns static IPaddresses. Record the assigned IP address for the NAE for futurereference.

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Figure 6: Network Tab9. When the change is saved, the UI logs out automatically. The

NAE automatically resets if the computer name was changed. Ifso, wait for the NAE initialization to complete based on the NAErun LED.

10. If an Ethernet crossover cable was used, disconnect it and connectthe NAE to the LAN with an Ethernet patch cable.

Initial configuration is complete. A Web browser on any subnet of theLAN may log in to the NAE using this URL:http://ip-address/metasys/ where IP-address is the NAE’s assigned IPaddress.

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Configuring an NAE for an Ethernet LAN that Supports DHCP butnot DNS

This scenario is common of many building LANs. The NAE shouldonly use DHCP without DNS if DHCP is configured to always assignthe same IP address after device resets and lease renewals. If this is notthe case, use static IP addresses as described in Configuring an NAEfor an Ethernet LAN without DHCP and without DNS Support (NAEUses Static IP Address) in this document.

Note: Before performing this procedure, make sure that the NAE isconnected to the building’s network so that the DHCP server canassign the NAE an IP address.

1. Log in to the NAE. A Web browser on any subnet of the LANmay log in to the NAE using this URL: http://ip-address/metasys/where IP-address is the NAE’s assigned IP address.

2. If necessary, set the time, time zone, and date. See Setting theTime, Date, Time Zone, and Time Synchronization in the DetailedProcedures section of this document.

3. If this NAE is not going to be Site Director, demote it from SiteDirector. See Designating a Site Director in the DetailedProcedures section of this document.

4. Update the NAE computer name from the network tab of thedevice object. After the computer name is updated, the UIautomatically logs out and the NAE automatically resets.

Note: See Additional Information on Configuring an NAE forConnectivity in the Troubleshooting section of this document for moreinformation.

Configuring an NAE for an Ethernet LAN that Supports DNS but notDHCP

This scenario is not typical of today’s networks. The configurationsteps are identical to the steps in Configuring an NAE for an EthernetLAN without DHCP and without DNS Support (NAE uses APIPA) andConfiguring an NAE for an Ethernet LAN without DHCP and withoutDNS Support (NAE uses Static IP Address) in this document.

Using the NAE’s Ethernet MAC address (from the NAE label) thenetwork administrator can update the DNS server and the assignedcomputer name. If this is done, the following URL may be used on anyPC on the LAN that is properly configured for DNS use:http://dns-name/metasys.

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Configuring an NAE for Direct ConnectThis scenario is typical for a single NAE that is not attached to a LAN.It can also be used when an Ethernet crossover cable is not available.To configure an NAE for Direct Connect:

Note: First, set up the PC for dial-up access as described in theDirect Connect and Dial-Up Connection on Windows 2000 orWindows XP Operating Systems Application Note (LIT-1201639) forinstructions.

1. Connect the PC Communication (COM) port to the NAE’s serialport A using a null modem cable.

2. Establish the connection to the NAE by double-clicking the iconfor Direct Connect that was created in Step 1.

Initial configuration is complete. A Web browser on the PC can log into the NAE using this URL: http://169.254.77.40. Bookmark this linkfor future use.

Establishing a Dial-up Connection to an NAEThis scenario is typical for a single NAE at a remote location. Thisprocedure cannot be used for out-of-box configuration of a new NAE.To connect an to NAE through a Dial-up Connection:

Notes: First, set up the PC for dial-up access. See the DirectConnect and Dial-Up Connection on Windows 2000 or Windows XPOperating Systems Application Note (LIT-1201639) for instructions.

The default baud rate is 115,200 baud.

1. If using an external modem plug the modem into a USB port ofthe NAE.

2. If using an internal modem, connect a phone line to the built inRJ-11 jack.

3. If using an external modem, connect a phone line to the modem’sRJ-11 jack.

4. From the PC, try to connect to the NAE. Fix all configurationerrors so that connection succeeds.

5. Initial configuration is complete. A Web browser on the PC maylog in to the NAE using this URL: http://169.254.77.40/metasys/

6. Bookmark the link for future use.

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Accessing the NAE User Interface through a Web BrowserOnce an NAE has been properly configured for connectivity, the NAEUI can be accessed through a Web browser. To access the NAE UserInterface through a Web Browser:

1. Start Microsoft Internet Explorer.

2. Enter the URL assigned to the Web page in your NAE and pressEnter. The Welcome to Metasys screen appears.

Note: The URL for your NAE is http://xxx.xxx.xxx.xxx/metasys/.Where the series of x’s is the IP address of your NAE. SeeDetermining the NAE IP Address and Device Name for a LANConnection in the Troubleshooting section of this document if you donot know them already. If the NAE has been added to a building’sDNS server, you can access it by name.

3. Press the Close Window button on the Welcome to Metasyssystem screen. A dialog box lets you know that the application istrying to close the window. Click Yes to allow it to do so.

4. When the Metasys system Login screen appears, enter your username and password and press Enter. A Java window starts todownload files and a progress bar appears giving you anindication of the percentage of files that are downloaded. Thisprocedure can take up to ten minutes.

5. The Metasys system extended architecture UI screen appears(Figure 7).

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Figure 7: Metasys System Extended Architecture User Interface6. To view an item, in this case an NAE, select the NAE object and

drag it to the right panel. The NAE Focus Screen appears(Figure 8).

7. To navigate in the NAE UI: Use the + and – signs to expand andcollapse Navigation trees in the left panel. The arrows at the topof the right panel allow you to navigate backwards and forwardsto previously viewed items (an arrow in a white box indicates thatyou are at the end of the history). If an alarm displays, anyonewho acknowledges the alarm clears the alarm for all other users.

Note: The Metasys system online help contains extensiveinformation about navigating the Metasys system. To add users androles for users, see the Security Administrator System TechnicalBulletin (LIT-1201528).

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Figure 8: NAE Focus Screen

Editing the NAE Focus Screen ConfigurationThe focus view of the NAE is used to set features of the NAE such asdescription of device, including buffer and repository sizes. The Focustab also includes general information about the ADS if applicable. Toedit the NAE Focus Screen configuration:

1. In the NAE UI click on the Focus Tab, the Focus Screen appears(Figure 8).

2. Click the Edit button.

3. Edit the NAE object name and description as required.

4. Click the Advanced button. Figure 9 shows the NAE focus screenin edit mode with Advanced selected and the configuration screenscrolled down to show the audit trail configuration.

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Figure 9: NAE Focus Screen - Advanced5. Edit the advanced attributes as desired. See the NAE Device object

help and Audit Trails online help in the Metasys system online helpfor guidance. If you have an ADS, this is where you enter theaddress so the NAE can find the ADS.

Configuring the NAE Network ScreenThe NAE Network screen is used to configure the NAE’s NetworkIdentification, LAN Configuration, and Dial-up parameters. Toconfigure the NAE Network screen:

1. In the NAE UI, click the Network tab. The NAE NetworkConfiguration screen appears (Figure 10).

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Figure 10: NAE Network Configuration Screen2. Click the Edit button, the NAE Network edit screen appears

(Figure 11).

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Figure 11: Network Edit Screen3. Enter the Computer Name in the Network Identification section of

the Network Configuration edit screen.

Note: The computer name should be set up before references toobjects on the device are made. Changing the computer name ordomain name breaks all references to local objects made from otherdevices.

4. Fill in the Network Identification and LAN information as neededand click Save.

Note: If you are configuring an NAE to dial out to an ADS, seeConfiguring an NAE to Dial Out to an ADS in the Detailed Proceduressection of this document.

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Configuring the NAE Communications ScreenThe NAE Communications screen is used to configure the NAE SerialPort, and, if applicable, the NAE internal or external modems. Toconfigure items on the NAE Communications screen:

1. In the NAE UI, click the Communications tab. TheCommunications screen appears (Figure 12).

Figure 12: NAE Communications Screen2. Click the Edit button.

3. The Serial Port Cable Config section allows you to edit theproperties of Serial Port A. Serial Port B is not configurablethrough the NAE UI.

Note: The NAE serial ports do not support modems.

4. The Internal Modem Config section allows you to edit theparameters of the optional internal modem if your NAE is soequipped.

Note: An internal modem cannot be added in the field.

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5. The External Modem Config section allows you to configure anexternal USB modem. See the Modems section of Key Conceptsin this document for some information on the installed USBmodem drivers.

6. Click the Save button when finished.

Configuring the NAE’s Email ParametersThe NAE’s Email screen is used to configure the NAE’s Emailparameters and features, Email destinations, and Email identity. Toconfigure the NAE’s Email parameters:

1. In the NAE UI, click the Email tab. The NAE Email configurationscreen appears (Figure 13).

Figure 13: NAE Email Configuration Screen2. Click the Edit button.

3. Scroll down to the Destinations section of the Email configurationscreen.

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4. Click the New button. The Email destinations configurationsection appears (Figure 14).

Figure 14: Email Destination Configuration Section5. Enter the email destination address and other information as

desired. See Table 4 for a list of all the email settings available.

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Table 4: Email Configuration SettingsAttribute Type UI Type Description DefaultAddress String Text edit field Email addressPriority Enum Selection list High, low, normalSubject String Text edit field Max 256 characterRetries Byte Numeric edit field Range 0-10 3Enabled Bool Selection list TRUE

FiltersList ofstructure

Custom UI – List of Item Categories, operation andvalue. There can be one or more filter defined.

Item Enum Enum TimeOperation Enum Enum <, =, >Value List List 12:20:00PM

FormatList ofstructure

Custom UI List of items – Priority, AcknowledgeRequired, Current Status and Date-Time. Each itemhas a corresponding check box (checked/unchecked)

Enabled Bool Selection Check Box

Item Enum Enum

Priority, AcknowledgeRequired, Current Status andDate-Time.

Attributes common to all email destinationsSMTP serverhost String

Text Edit Field The SMTP server name towhich the mails are sent. Fully qualified host name.

SMTP portUnsignedshort

Numeric Edit field The SMTP port at which theserver receives the email fromclients (default is 25) 25

POP server host String

Text Edit Field The POP server name. This isrequired if the email serverexpects POP Authenticationbefore it can accept emailsfrom client.

If empty, no POPauthentication.

POP username String

Text Edit Field Required only if POPAuthentication is required andthere is a value specified forPOP server Max 20 character

POP password String

Text Edit Field Required only if POPAuthentication is required andthere is a value specified forPOP server Max 20

Failed deliveryemail address String

Text Edit Field Email address that is used if adelivery fails. This should be avalid email address. Email address

6. If you want to filter the emails that are sent to the defineddestination, click the New button next to the filters section of theemail destination configuration screen. The Add Filter screenappears (Figure 15).

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Figure 15: Add Filter Dialog Box7. Select the item, operator, and value of the situation that you want

to trigger an email notification sent to the email destinationaddress you have defined.

8. Click OK.

9. Add additional email destinations and filters as desired.

10. Click Save.

Configuring the NAE’s Pager ParametersThe NAE’s Pager screen is used to configure NAE pager parametersand destinations. To configure the NAE Pager Parameters:

Note: The NAE uses the TAP protocol for sending information topagers.

1. In the NAE UI, click the Pager tab. The Pager screen appears(Figure 16).

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Figure 16: Pager Tab2. Click the Edit button.

3. Fill in the Shared Configuration fields. These fields defineparameters that are common to all pager messages sent from thisNAE.

4. In the Destinations section, click New. The Destinations fieldsappear (Figure 17).

Note: The Max Characters field defines the length of the text stringthat is sent to the pager. This field cannot have a value of zero.

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Figure 17: Pager Destination Screen5. To filter the situations that cause a page to be sent, click the New

button next to the filters section of the pager destinationconfiguration screen. The Add Filter screen appears (Figure 18).

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Figure 18: Add Filter Screen6. Select the item, operator, and value of the situation that you want

to trigger a pager notification sent to the pager destination addressyou have defined.

7. Add additional pager destinations and filters as desired.

8. Click OK.

9. Click Save when finished.

Configuring SNMP for Network MonitoringThe NAE SNMP screen is used to set up SNMP for monitoring theMetasys network. SNMP monitoring is generally used for very largenetworks that need alarms sent to an SNMP monitor. To configure theNAE SNMP parameters:

1. In the NAE UI, click the SNMP tab. The SNMP screen appears(Figure 19).

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Figure 19: NAE SNMP Configuration Screen2. Click the Edit button.

3. If you are using SNMP monitoring, set SNMP Enabled to True,and enter the IP Address or host name of the SNMP Managementdevice. The Read Only Community and Read/Write Communityfields contain the community string used by the NetworkManagement System (NMS) to retrieve data from objectsmaintained by managed devices.

4. Click New in the Destinations section. The Destinations fieldsappear.

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5. Enter the Destination information for the SNMP trap. TheCommunity Name is used by the NMS Group to listen to theSNMP traps. The IP Address is the address of the NMS systemthat receives the traps. The Destination Port is the logical port onwhich the Manager listens to the trap messages (default is 162).

6. Click Save when finished.

Setting the Time, Date, Time Zone, and Time SynchronizationThe following procedures are for setting up the time related parametersof the NAE.

Note: Time, date, and time zone are set in the Site object. If youare going to demote an NAE from Site Director, be sure to set the timerelated parameters first.

Setting the Time and DateTo set the time on an NAE:

1. Right-click the Site object and select Commands. The Time andDate dialog box appears (Figure 20).

Figure 20: Time and Date Dialog Box2. Select the Set Time or Set Date radio button.

3. Enter the correct time or date in the Value field and click Send.

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Setting the time zoneTo set the time zone:

1. Select the Site object and drag it into the right panel. The SiteView screen appears.

2. Click the Edit button.

3. Scroll down to the Time values.

4. Click on Time Zone and select your zone from the drop down list(Figure 21).

Figure 21: Time Values with Time Zone Selected5. Click the Save button.

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Setting up Site Time Servers (Site Director)Note: Neither an ADS nor an ADX uses the settings entered forSite or Device Time Servers. If you are using an ADS or ADX youmust enter time settings manually at the device.

To set up Site Time Servers:

1. Select the Site object and drag it into the right panel. The SiteView screen appears.

2. Click the Edit button.

3. Scroll down to the Time values.

4. In the Site Time Servers field, enter the IP addresses of the SNTPserver devices the Site Director can use as its time server.

Note: A hostname may be specified only if a DNS server isavailable to the site server.

5. Enter a value for the Time Sync Period. At this interval, the sitedirector attempts to synch time from an SNTP server from theSite Time Servers list. Contact with an SNTP server is attemptedone at a time in list order until one successful contact is made.

6. Click Save when finished.

Setting Up Device Time Servers (NAEs)To set up Device Time Servers:

1. Select the Site object and drag it into the right panel. The SiteView screen appears.

2. Click the Edit button.

3. Scroll down to the Time values.

4. In the Device Time Servers field enter a list of hostnames or IPaddresses that the devices on the Site (except the Site Director) canuse as their time servers.

Note: A hostname may be specified only if a DNS server isavailable to the site server. If the site server is also an SNTP timeserver, the site server may be specified in this attribute. This attributeis distributed automatically to the site devices.

5. Enter a value for the Time Sync Period. At this interval, eachdevice on the site (except the site director) attempts to synch timefrom an SNTP server from this list. Contact with an SNTP serveris attempted one at a time in list order until one successful contactis made.

6. Click Save when finished.

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Designating a Site DirectorDesignating a Site Director can be done offline with the SCT or onlinethrough the NAE. If you do the site promotion/demotion online, youmay lose any navigation trees that have been built for the site. If Usernavigation trees have already been built, upload them to the SCT,change the site director and then redownload all the devices. NAEscome from the factory with a Site Object, therefore, you need todemote the NAEs that are not going to be Site Director.

IMPORTANT: The security database cannot be archived. If the site directorchanges, all the users and passwords need to be reentered.

To designate a Site Director:

Note: To designate a Site Director you first need to demote theNAEs that are not going to be the Site Director.

1. Select the NAE you wish to demote from Site Director.

2. On the View menu, click Selected Item. The NAE focus screenappears in the right panel.

3. Click the Advanced button.

4. Click the Edit button.

5. Scroll down to the Site heading and select the Local Site Directorfield.

6. Enter the host name or IP address of the NAE or ADS/ADX thatyou want to be the site director.

7. Click the Save button.

8. If you are on the Site Director, wait approximately 30 seconds andthen refresh the navigation tree. If you are changing the sitedirector from a different device, wait about 30 seconds, log out,and then log in to the site director. You should see the new devicein the tree.

Configuring an NAE to Dial Out to an ADSAn NAE can dial out to an ADS to deliver trend data, alarms, andother information. An NAE can dial out to an ADS either through itsown modem or through the modem of a Site Director. The dial outcapability is intended for small networks with a few NAE or NIEdevices. If numerous devices are used and configured to deliver data tothe ADS, or if third-party network devices or computers are added tothe Metasys network, then the Site Director may dial out veryfrequently, causing a degradation of performance.

Note: A site cannot dial out to another ADS or ADX if there is anADS or ADX on the site from which you are trying to dial.

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To configure an NAE to dial out to an ADS through a Site Director:

1. Select the NAE you want to dial out to an ADS through the SiteDirector.

2. On the View menu, click Selected Item, the NAE focus windowappears in the right panel.

3. Click the Advanced button.

4. Click the Edit button.

5. Scroll down to the Site parameters.

6. Make sure that the ADS connection type is Dial, and accept theADS defaults.

To configure an NAE to dial out to an ADS through a modem:

Note: If you are connected to the building network whileconfiguring your NAE for dial out, you will lose your connection.Therefore, we recommend that you use a Direct Connect to serial portA to configure your NAE to dial out.

1. Select the NAE device object.

2. On the View menu, click Selected Item, the NAE focus windowappears in the right panel.

3. Click the Advanced button.

4. Click the Edit button.

5. Scroll down to the Site parameters.

6. Make sure that the ADS connection type is Dial.

7. Edit the other ADS parameters as needed.

8. Click Save.

9. Select the Network tab and click Edit.

10. Scroll down to the ADS dial-up section.

11. In the Connect Using field, select whether you are using aninternal or external modem.

12. Set Enable Internet Connection Sharing to True.

13. Click Save.

Note: If you are using dial out, you cannot be connected into thebuilding network.

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Printing Information from the NAE UIThe NAE allows printing of the information displayed in the left panelof the Metasys UI. Note that this information must be selected beforeit can print. To print information from an NAE:

Note: Using a printer as a destination for alarms requires an ADS.

1. Select the NAE you want to print from.

2. On the View menu, click Selected Item. The NAE Focus screenappears.

3. Select the tab in the left panel that you wish to print.

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TroubleshootingAdditional Information on Configuring an NAE for Connectivity

The Detailed Procedures section of this document describes severalscenarios for configuring a new NAE for connectivity. Where noted,the following items apply for these scenarios:

• ideally, DHCP is configured to assign the same IP address to anNAE when the IP address lease expires and after NAE deviceresets. When a different IP address is issued to an NAE, addressbinding to the NAE from other devices breaks. The binding repairsitself, but the rebinding process starts only after an attempt tocommunicate to the NAE fails per device. All communicationattempts fail until the rebinding is complete. These communicationfailures imply failures in features such as schedules, trend, andtotalization.

• depending on the DNS server configuration, the NAE should bereachable from the subnet on which the NAE resides, or from othersubnets

• if the DHCP server is not online when the NAE is powered up, theNAE assumes a unique IP address between 169.254.0.1 and169.254.255.254, and a subnet mask of 255.255.0.0. This is afeature of APIPA that applies when DHCP is enabled in the NAE(factory default). For instructions without a DHCP server, seeConfiguring an NAE for an Ethernet LAN without DHCP andwithout DNS Support (NAE to use Static IP Address) in theDetailed Procedures section of this document.

• If the NAE Ethernet cable is disconnected and reconnected with noDHCP server online, the NAE assumes a unique IP addressbetween 169.254.0.1 and 169.254.255.254 and a subnet mask of255.255.0.0. This is a feature of APIPA that applies when DHCP isenabled in the NAE (factory default). For instructions without aDHCP server, see Configuring an NAE for an Ethernet LANwithout DHCP and without DNS Support (NAE to use Static IPAddress) in the Detailed Procedures section of this document.

• DHCP assigns IP addresses with a lease. If the NAE’s lease on anIP address expires because all DHCP servers are offline for anextended period of time, the NAE must stop using the IP address.APIPA will not assign a new IP address. The Ethernet adapter ofthe NAE will use an IP address of 0.0.0.0, which effectivelydisables all Ethernet communication. To correct this situation,place a DHCP server back online.

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Determining the NAE IP Address and Device Name for a LANConnection

Note: The IP Address determined by this procedure is the IPAddress used on the LAN connection, not serial or dial connections.

Through an SNMP Monitor ServerWhen an NAE is powered up it sends an SNMP trap listing with itscurrent IP address and device name. Johnson Controls has provided anSNMP Trap Browser on the SCT Installation CD to allow you to readthe information in the SNMP trap. In an installation where you havemultiple NAEs, you can distinguish them via their MAC addresses. AnNAE comes from the factory with its MAC address printed on itslabel. To Determine the NAE IP Address and Device Name using theSNMP Trap Receiver:

Note: If you have not installed the Johnson Controls Trap Browser,do so. Installation consists of placing the two files, jcitrapbrowser.exeand ipworks5.dll into the directory of your choosing. These files arelocated on the SCT Installation CD and must be in the same directoryfor the program to run properly.

1. Start the Johnson Controls Trap Receiver by navigating to thedirectory where it is located and double-clicking thejcitrapbrowser.exe file. The Johnson Controls Trap Browser starts(Figure 22).

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Figure 22: Johnson Controls Trap Browser2. Connect the computer where you are running the Trap Browser to

the NAE network using an Ethernet patch cable.

Note: If you are using a static IP address you can connect directlyto the Ethernet port of the NAE directly using a crossover cable.However, if the NAE is using DHCP the IP address will not be thesame after you connect the NAE to the LAN. The defaultconfiguration of the NAE is to have DHCP enabled.

3. Turn on the power to the NAE.

4. Record the IP address and device name listed in theJohnson Controls Trap Browser. In Figure 23 you can see theinformation displayed from an SNMP trap in theJohnson Controls Trap Browser.

Note: If the information is too long to fit on the display page youcan either widen the screen to display the entire string or double-clickthe line you are interested in. This causes a pop-up box to display theentire string wrapped to the pop-up as in Figure 23.

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Figure 23: Johnson Controls Trap Browser displaying NAE SNMP Trap

Through a Serial Port MonitorWhen an NAE is powered up it sends a text string to Serial Port B,listing the device information in Table 5.

Table 5: Example NAE Startup Data StreamDevice Information Example output

Host Name NAE-1DHCP Enabled YesIP Address 159.222.8.206Subnet Mask 255.255.252.0Default Gateway 159.222.8.2DHCP Server 159.222.8.9MAC Address 00-80-66-05-0F-FCNeuron ID 00-00-00-00-00-00Model Name NAE

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To Determine the NAE IP Address and Device Name through a SerialPort monitor:

Note: The IP address and device name are internal to the NAE andwill change if the NAE is attached to a network using DHCP, unlessthe DHCP server is configured to assign a static IP address.

1. Connect a VT100 terminal or a PC with a VT100 Terminalemulator to Serial Port B (RS-232) on the NAE using a NullModem cable.

2. Use the settings in Table 6 to configure the VT100 Terminalemulator.

Note: The settings form serial port B in the NAE may not bechanged via the NAE UI.

Table 6: VT100 Terminal Emulator SettingsSetting Value

Data Bits 8Parity NoStop Bits 1Baud Rate 9600 baudFlow Control Hardware flow controlNote: If using a VT100 Terminal emulator, set the emulation setting to VT100.

3. Connect the NAE to the LAN if using DHCP so the DHCP servercan assign the IP address.

4. Turn on the power to the NAE.

5. Note the IP address and device name listed in the resulting textfile on your VT100 emulator.

Notes on Setting a PC to Use APIPAIf you are configuring an NAE for use on an Ethernet LAN withoutDHCP or DNS support you need to change the PC’s IP address andsubnet mask to be compatible with APIPA. If you are not familiar withthese settings, see the Windows® operating systems online help file ortalk to the customer’s Network Administrator. If you are familiar withthese procedures, the following notes describe how to set your PC touse APIPA (if Windows XP operating systems) or how to set your IPAddress to be compatible with APIPA for other Windows operatingsystems.

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The easiest method to change the PC’s IP address and subnet mask tobe compatible with APIPA is to enable APIPA on the PC (ifsupported). The Windows XP operating system supports APIPA. InWindows XP operating systems, view the local area connectionproperties and select the TCP/IP properties. Under the General tab,select obtain an IP address automatically. Under the AlternateConfiguration tab, select Automatic Private IP address.

For versions of Windows that do not support APIPAOpen the Network setting in the Control panel. Select TCP/IP underthe Configuration tab and select properties. Select the IP Address taband click the Specify an IP Address radio button. Enter a static IPaddress between 169.254.0.1 and 169.254.255.254 and a subnet maskof 255.255.0.0. Verify the chosen static IP address is not in use bypinging the proposed IP address. If you receive no reply, the IPaddress is not in use.

NAE UI Summary and Diagnostic ScreensThe NAE UI provides online status tools that can be used to diagnoseand troubleshoot problems in your system.

Selecting the Summary tab (Figure 24) in the NAE UI provides aquick view of the status of items that are currently a part of your site.When you first click on the Summary tab, the NAE requests the statusof the items in the Navigation tree. This may take a few minutes.

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Figure 24: Summary TabSimilarly, selecting the Diagnostic tab (Figure 25) providesinformation about the device and the network status.

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Figure 25: Diagnostic Tab

Controls Group507 E. Michigan StreetP.O. Box 423 www.johnsoncontrols.comMilwaukee, WI 53201 Published in U.S.A.